Screener
JVAL vs VLUE
JPMorgan U.S. Value Factor ETF vs iShares MSCI USA Value Factor ETF
Key differences
Both JVAL and VLUE are equity ETFs. JVAL charges 0.12% a year and VLUE 0.15%. The main difference: VLUE is much larger than JVAL. Larger funds are usually more liquid and less likely to close.
- VLUE is much larger than JVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VLUE has delivered higher annualized returns.
Side-by-side comparison
| JVAL | VLUE | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.15% |
| Fund size (AUM) | $793M | $15.9B |
| Since | 2017 | 2013 |
| Dividend yield | 1.75% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +35.8% | +81.6% |
| CAGR 3Y | +22.0% | +32.9% |
| CAGR 5Y | +11.7% | +15.4% |
| Sharpe 3Y | 1.11 | 1.58 |
| Volatility 1Y | 14.12% | 17.89% |
| Max drawdown | -40.42% | -39.47% |
Similar to JVAL and VLUE
Explore further